Stearns Financial Services Group’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $125K | Hold |
2,160
| – | – | 0.02% | 151 |
|
|
2020
Q2 | $112K | Sell |
2,160
-5,592
| -72% | -$290K | 0.02% | 141 |
|
|
2020
Q1 | $320K | Buy |
7,752
+5,180
| +201% | +$214K | 0.06% | 104 |
|
|
2019
Q4 | $125K | Buy |
2,572
+412
| +19% | +$20K | 0.02% | 145 |
|
|
2019
Q3 | $97K | Hold |
2,160
| – | – | 0.02% | 140 |
|
|
2019
Q2 | $97K | Hold |
2,160
| – | – | 0.02% | 138 |
|
|
2019
Q1 | $93K | Hold |
2,160
| – | – | 0.02% | 141 |
|
|
2018
Q4 | $81K | Hold |
2,160
| – | – | 0.02% | 140 |
|
|
2018
Q3 | $96K | Buy |
+2,160
| New | +$96K | 0.02% | 138 |
|